AwardTraq

AwardTraq

Equity Methods
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About

AwardTraq is Equity Methods' web-based Total Shareholder Return (TSR) tracking platform, serving 150+ publicly traded companies including Fortune 50 clients. The platform provides daily TSR performance updates and supports your EPS dilution process by calculating contingently issuable shares for ASC 260. Key capabilities: - Daily TSR updates with automated peer group monitoring - Contingently issuable shares calculations for ASC 260 - Multi-company peer group tracking with corporate transaction screens - What-if scenario modeling for price/percentile analysis - Award Status PDF and Tie-out Excel reports - Secure participant portal for payout tracking - SOC 1 audited (Ernst & Young) AwardTraq serves Finance/Accounting teams for ASC 260 compliance, HR/Compensation professionals for award design and committee reporting, and participants for payout tracking.

About

Fidelity Private Shares is an all-in-one equity management platform designed to automate the key operations of private companies, from incorporation through fundraising, governance, and exit. The platform provides a dynamic and up-to-date cap table and stock ledger, tools to model future rounds and exits, automated workflows for equity issuances, HR and board matters, and a secure data room to store and share documents with customizable permissions. Companies can grant equity to employees, generate ASC 718 reports, track 83(b) elections, manage board and stockholder approvals, and automate legal documents for financing rounds, all in one collaborative hub. For investors and funds, it offers portfolio management capabilities including analytics for IRR and cash-on-cash returns, exit scenario modeling, valuation history, and access to underlying company documents.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Finance/Accounting teams for ASC 260 compliance and financial reporting, HR/Compensation professionals for award design and committee reporting, and award participants for personal payout tracking. Used by publicly traded companies across the US, Canada, and international markets.

Audience

Private companies and their founders, executives and investors in search of a solution to manage cap tables, equity grants, financings, governance documentation and investor-relations operations seamlessly

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$400 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Equity Methods
Founded: 1998
United States
equitymethods.com

Company Information

Fidelity Private Shares
United States
www.fidelityprivateshares.com

Alternatives

Alternatives

Shareworks

Shareworks

Morgan Stanley

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim AwardTraq and update features and information
Claim AwardTraq and update features and information
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